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NAVIGANT

Charter #62882 · RI

Mid-Market 3B-5B
77 CUs in 3B-5B nationally 2 in RI
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NAVIGANT has 4 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 60.8% in tier
  • + Loan-to-Member Ratio (LMR): Top 3.9% in tier
  • + Average Member Relationship (AMR): Top 7.8% in tier
  • + Total Loans: Top 9.1% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 7.2% in tier
  • - Indirect Auto Dependency: Bottom 30.6% in tier
  • - ROA 0.13% below tier average
  • - Efficiency ratio 2.84% above tier (higher cost structure)

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 77 credit unions with $3B-$5B in assets nationally, and 1 of 2 that size in Rhode Island.
  • Shares and deposits +4.0% year over year ($3.60B in shares and deposits).
  • Membership: 170,520 members, +3.8% vs a year ago.
  • Delinquency rate 0.39%.
  • Return on assets 0.81%.
  • Efficiency ratio 72.29% vs a 69.45% peer average.
  • Loan-to-share ratio 104.34% vs a 90.24% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (RI) National Avg Tier Percentile
Members 170,520
+3.8% YoY+0.3% QoQ
-46.0K 216,545
-9.5% YoY
36,207
+1.5% YoY
34,678
+6.6% YoY
22%
Assets $4.3B
+7.5% YoY+2.4% QoQ
+$382.1M $3.9B
-1.6% YoY
$799.8M
+4.8% YoY
$593.1M
+10.2% YoY
68%
Loans $3.8B
+7.9% YoY+3.3% QoQ
+$822.7M $2.9B
-1.2% YoY
$674.3M
+4.7% YoY
$418.6M
+10.1% YoY
Top 10.4% in tier
Deposits $3.6B
+4.0% YoY-1.0% QoQ
+$340.5M $3.3B
-2.6% YoY
$660.1M
+3.9% YoY
$504.8M
+10.3% YoY
69%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.8%
+63.1% YoY-4.6% QoQ
-0.1% 0.9%
+25.3% YoY
0.6%
+34.2% YoY
1.2%
+121.4% YoY
42%
NIM 3.0%
+16.0% YoY+1.2% QoQ
-0.2% 3.2%
+3.8% YoY
3.1%
+8.2% YoY
3.8%
+2.3% YoY
35%
Efficiency Ratio 72.3%
-4.9% YoY+1.0% QoQ
+2.8% 69.5%
-2.3% YoY
83.1%
-1.8% YoY
83.0%
-5.3% YoY
66%
Delinquency Rate 0.4%
-8.9% YoY+18.4% QoQ
-0.4 0.8%
+5.5% YoY
0.6%
-10.1% YoY
1.3%
+2.6% YoY
21%
Loan To Share 104.3%
+3.8% YoY+4.3% QoQ
+14.1% 90.2%
+0.9% YoY
77.6%
-0.3% YoY
66.4%
-1.4% YoY
Top 13.0% in tier
AMR $43,113
+2.1% YoY+0.9% QoQ
+$12K $31,018
+6.9% YoY
$27,022
+3.9% YoY
$20,028
-0.9% YoY
Top 9.1% in tier
CD Concentration 27.7%
-11.0% YoY-2.8% QoQ
-1.4% 29.1% 27.0% 20.0% 44%
Indirect Auto % 22.3%
+1.3% YoY+2.7% QoQ
+4.2% 18.1% 10.6% 7.7% 65%

Signature Analysis

Strengths (1)

Relationship Depth Leader

growth
#62 of 69 • Top 60.8% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 2.12%
(Tier: 3.62%, National: 35.20%)
but worse than tier avg
Share Draft per Member: $4.8K
(Tier: $3.2K, National: $2.1K)
better than tier avg
69 of 377 Mid-Market CUs have this signature | 354 nationally
↑ Growing +9 CUs YoY | New qualifier

Concerns (2)

Liquidity Strain

risk
#28 of 168 • Bottom 7.2% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 104.34%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 7.92%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank improving

Indirect Auto Dependency

risk
#110 of 193 • Bottom 30.6% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 7.51%
(Tier: 6.52%, National: 3.30%)
but better than tier avg
Indirect Auto %: 22.27%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 3.75%
(Tier: 3.16%, National: 15.67%)
but better than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank improving

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 77 peers in tier

Top Strengths (6 metrics)

4
Loan-to-Member Ratio (LMR)
engagement
Value: $22,014
Peer Median: $13,282
#4 of 77 Top 3.9% in 3B-5B tier
7
Average Member Relationship (AMR)
engagement
Value: $43,113
Peer Median: $28,880
#7 of 77 Top 7.8% in 3B-5B tier
8
Total Loans
balance_sheet
Value: $3.75B
Peer Median: $2.91B
#8 of 77 Top 9.1% in 3B-5B tier
10
Loan-to-Share Ratio
balance_sheet
Value: 104.34%
Peer Median: 93.34%
#10 of 77 Top 11.7% in 3B-5B tier
13
Net Charge-Off Rate
risk
Value: 0.22%
Peer Median: 0.47%
#13 of 77 Top 15.6% in 3B-5B tier
17
Total Delinquency Rate (60+ days)
risk
Value: 0.39%
Peer Median: 0.63%
#17 of 77 Top 20.8% in 3B-5B tier

Top Weaknesses (3 metrics)

66
First Mortgage Concentration (%)
balance_sheet
Value: 52.16%
Peer Median: 32.92%
#66 of 77 Bottom 15.6% in 3B-5B tier
63
Fee Income Per Member
profitability
Value: $134.47
Peer Median: $211.54
#63 of 77 Bottom 19.5% in 3B-5B tier
60
Total Members
engagement
Value: 170,520
Peer Median: 211,695
#60 of 77 Bottom 23.4% in 3B-5B tier
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